Lee C Brooks
Life Insurance Advisor
From my offices in Vancouver and New Westminster, I bring 20+ years of experience in providing insurance solutions to meet the needs of Individual and Business clients. I have extensive experience and enjoy working with active or retiring Business Owners and their Key People, Philanthropists, Professionals, and Executives.
In 1998, I graduated from Simon Fraser University with a BBA in Finance and in 2005 I obtained my Certified Financial Planners designation (CFP®), which is the gold standard designation, ensuring my clients receive the highest professional standards of competence, ethics and practice.
My most recent accomplishment is being referred and accepted into the Conference for Advanced Life Underwriting (CALU), a professional organization dedicated to understanding the advanced planning issues facing business owners, while working with the department of finance to ensure advanced planning strategies are understood and accepted by government.
I pride myself on my dedication to understanding and putting into practice the advanced tax, wealth, and insurance planning opportunities available for business owners and affluent Canadians.